Getting Help — You Are Not on Your Own
~2 min read
Updated 28 Feb 2025
Every single person who uses a CRM for the first time gets stuck. It is not a sign that you’re bad at technology. It is a sign that you’re learning something new. The only bad response to getting stuck is staying stuck silently.
Ask quickly. The answer is always faster than the frustration.
| The Situation | Who to Ask | How |
|---|---|---|
| Something in Zoho is broken — error message, a page won’t load, a button has disappeared. | Eviano (Systems Administrator) | WhatsApp — describe what you see and what you were trying to do. |
| You’re not sure how to do something — ‘how do I convert a lead?’ ‘where is the dashboard?‘ | Eviano or Bolatito | WhatsApp — a quick question takes less than a minute to answer. |
| You want to try finding the answer yourself first. | Zoho Help Centre | help.zoho.com — type your question in plain English. The answers are surprisingly readable. |
| You have feedback on the system or a suggestion for making it work better. | Eviano | WhatsApp or mention it at your next check-in. Good feedback makes the system better for everyone. |